Root Financial Partners
FXNC icon

Root Financial Partners’s First National Corp FXNC Stock Holding History

Root Financial Partners’s Portfolio FXNC Stock Details FXNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499 Buy
+17
New +$520 ﹤0.01% 3229
2026
Q2 		– Sell
-11
Closed -$296 – 1471
2026
Q1 		$296 Buy
+11
New +$291 ﹤0.01% 3045

Other funds holding FXNC

Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Abner Herrman & Brock
Abner Herrman & Brock Jersey City, New Jersey $1.04B AUM 39.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Root Financial Partners's FXNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in First National Corp (FXNC) in Q3 2026: 17 shares worth $499. The stake represents ﹤0.01% of the portfolio and ranks #3229 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FXNC as recently as Q1 2026.

Root Financial Partners first reported a position in FXNC in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FXNC as of Q3 2026.

  • Root Financial Partners held 17 shares of First National Corp worth $499 as of Q3 2026.
  • First National Corp was a new Root Financial Partners position in Q3 2026.
  • First National Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3229 holding.
  • Root Financial Partners first reported a position in First National Corp in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held First National Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.